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CBIZ
CBZ

Overview Fund Activity

286 hedge funds and large institutions have $3.39B invested in CBIZ in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+7
Holders Change %
+2.51%
% of All Funds
3.88%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
96
Reduced
79
Closed
33
Calls
$766K
Puts
–
Net Calls
+$766K
Net Calls Change
+$5K

Top Buyers

1
AIM
Artemis Investment Management
United Kingdom
+$18.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.3M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$10.5M
4
PCP
P2 Capital Partners
New York
+$8.2M
5
Capital World Investors
Capital World Investors
California
+$8.09M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$62.1M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$20.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$19.6M
4
SCM
SG Capital Management
Illinois
-$12.2M
5
Goldman Sachs
Goldman Sachs
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
276
SJS Investment Consulting
Ohio
$683 – – –
BFS
277
Bare Financial Services
Pennsylvania
$607 +$607 +8 New
DPW
278
DiNuzzo Private Wealth
Pennsylvania
$456 – – –
GC
279
Garde Capital
Washington
$380 +$380 +5 New
AF
280
Allworth Financial
California
$333 -$266 -4 -44%
CIAM
281
Caitong International Asset Management
Hong Kong
$228 +$228 +3 New
PWM
282
Parkworth Wealth Management
California
$76 – – –
HIA
283
HFM Investment Advisors
New Jersey
$76 +$76 +1 New
BHWM
284
Bay Harbor Wealth Management
Maryland
$75 +$75 +1 New
Norges Bank
285
Norges Bank
Norway
– -$12.1M -147,815 Closed
EIM
286
Emmett Investment Management
New York
– -$4.4M -53,782 Closed
Marshall Wace
287
Marshall Wace
United Kingdom
– -$4.37M -53,375 Closed
Voloridge Investment Management
288
Voloridge Investment Management
Florida
– -$3.45M -42,118 Closed
ETC
289
Exchange Traded Concepts
Oklahoma
– -$3.28M -40,030 Closed
N
290
Numerai
California
– -$1M -12,235 Closed
Man Group
291
Man Group
United Kingdom
– -$968K -11,825 Closed
Squarepoint
292
Squarepoint
New York
– -$859K -10,498 Closed
HSBC Holdings
293
HSBC Holdings
United Kingdom
– -$485K -5,885 Closed
I
294
InceptionR
California
– -$395K -4,830 Closed
Tudor Investment Corp
295
Tudor Investment Corp
Connecticut
– -$390K -4,766 Closed
CGIM
296
Cannon Global Investment Management
Florida
– -$319K -3,900 Closed
BFG
297
Bleakley Financial Group
New Jersey
– -$308K -3,765 Closed
BPC
298
Bryce Point Capital
New York
– -$288K -3,524 Closed
LCM
299
Landscape Capital Management
New Jersey
– -$279K -3,414 Closed
SAM
300
Sawgrass Asset Management
Florida
– -$273K -3,340 Closed
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